A reasonable set of portfolio managers and sufficient resources support Invesco Active Allocation, but recent changes to the process have not yet generated a discernable edge in positioning relative to peers. The strategy continues to earn a Morningstar Analyst Rating of Neutral across all share classes.
- NAV / 1-Day Return 12.89 / 1.10 %
- Total Assets 1.9 Bil
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Adj. Expense Ratio
- Expense Ratio 0.760%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Allocation—70% to 85% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 1.62%
- Turnover 16%
Morningstar’s Analysis OAAYX
Will OAAYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.